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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,938 | $167,362-69.0% | $143,799-63.9% | $134,532-61.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.57% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $4,214 | $5,620-25.0% | $4,952-14.9% | $4,741-11.1% |
| Participant deferral / active EE | $12,513 | $6,447+94.1% | $5,638+121.9% | $6,401+95.5% |
| Admin fee / account holder | $2,505 | $18,094-86.2% | $14,677-82.9% | $11,429-78.1% |